Laxis + Zoho CRM
Create or update Zoho CRM module entries when new summaries are produced in Laxis
Easily manage your customer relationship tasks with this practical workflow. Whenever a new summary is added in the Laxis app, this version will keep your Zoho CRM updated with fresh module entries. It provides a seamless way to ensure all your summaries in Laxis are reflected in your CRM system, reducing manual data entry and saving you plenty of time. Perfect for those looking to streamline efforts and maintain error-free records in their client database.
Easily manage your customer relationship tasks with this practical workflow. Whenever a new summary is added in the Laxis app, this version will keep your Zoho CRM updated with fresh module entries. It provides a seamless way to ensure all your summaries in Laxis are reflected in your CRM system, reducing manual data entry and saving you plenty of time. Perfect for those looking to streamline efforts and maintain error-free records in their client database.
- When this happens...New Summary
Triggers when a new summary is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Summary
Triggers when a new summary is created.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try It
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
